Core Viewpoint - Tianhai Defense has approximately 14 billion yuan in hand orders, with a significant portion coming from offshore engineering vessels and transportation ships [1] Group 1: Order Composition - The company’s current orders are about 14 billion yuan, with offshore engineering vessel orders accounting for approximately 25% [1] - The offshore engineering orders include large floating wind power projects, crane vessels, and piling vessels, which are traditional strengths of the company [1] - Transportation ship orders make up about 75% of the total, primarily consisting of 40,000-ton handy bulk carriers and 5,900-ton/5,200-ton multipurpose vessels [1] Group 2: Market Demand - Although the individual value of multipurpose vessels is relatively low, there is a significant demand due to the large existing fleet in the Baltic Sea region, which is currently undergoing a replacement cycle [1] - The expected order demand for these vessels is anticipated to continue for some time [1]

天海防务在互动平台表示，公司在手订单约140亿左右，其中海工船订单占比约25%左右，包括我们新 获得的大型浮式风电项目以及起重船、打桩船等传统优势项目；运输船订单占比约75%左右，主要包括 4 万吨灵便型散货船以及 5900 吨/5200 吨多用途船。虽然这些多用途船单船价值不高，但得益于环波罗 的海沿岸地区的此类型船舶保有量较大，目前也到了换船周期，后续的预计订单需求仍会持续一段时 间。 ...

Core Viewpoint - Tianhai Defense (300008) reported a current order backlog of approximately 14 billion yuan, indicating a strong demand for both offshore and transport vessels [1] Group 1: Order Composition - The company's order backlog consists of about 25% offshore vessel orders, which include newly acquired large floating wind power projects and traditional stronghold projects such as crane vessels and piling vessels [1] - Transport vessel orders make up approximately 75% of the backlog, primarily consisting of 40,000-ton handy bulk carriers and 5,900-ton/5,200-ton multipurpose vessels [1] Group 2: Market Trends - The demand for multipurpose vessels is expected to continue due to a significant number of such vessels in the Baltic Sea region reaching their replacement cycle [1]

证券代码：300008 证券简称：天海防务 天海融合防务装备技术股份有限公司 投资者关系活动记录表 编号：2025-006 2、公司在机器人这块有布局吗？有水下机器人吗？ 答：关于机器人方面，我们目前主要聚焦于设备的应用与 系统集成。"水下机器人"本身是一个涵盖范围很广的概念， 具体定义因作业水深、功能用途等因素而异。公司围绕现有船 舶与海洋工程及特种无人船艇业务，在具体应用场景中发挥水 下机器人集成与配套应用。如我们设计的船舶平台、饱和潜水 船、特种无人船艇等产品中，会根据需要搭载或推荐使用 ROV 设备，协助船东完成各类水下作业。因此，我们具备 ROV 相 关的应用场景和实践基础，但业务模式以系统集成和设备应用 为主，目前暂不涉及 ROV 产品的直接研发与生产。 3、公司现在的运输船订单主要来自欧洲市场吗，对国内 的市场是否有考虑布局？ 答：公司运输船订单有部分来源于国内船东业务，但主要 的运输船订单来源于海外欧洲市场船东。目前国内市场的大型 国有船东，他们通常拥有自己的造船基地。基于公司目前现有 船厂规模及船台情况，目前公司主要运输船在手订单为适用于 欧洲航线的中小型多用途运输船及灵便型散货船；对于国内 ...